Carson Wealth (CWM LLC)
NGD

Carson Wealth (CWM LLC)’s New Gold Inc NGD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NGD Stock Details NGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-152
Closed -$1K – 5758
2025
Q4 		$1K Buy
+152
New +$1.15K ﹤0.01% 5254
2017
Q2 		– Sell
-900
Closed -$3K – 1269
2017
Q1 		$3K Buy
+900
New +$2.91K ﹤0.01% 946

Other funds holding NGD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NGD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of New Gold Inc (NGD) in Q1 2026, closing a stake of 152 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in NGD in Q1 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2017. 2 funds tracked by Wall St. Rank hold NGD as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining New Gold Inc position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 152 New Gold Inc shares in Q1 2026, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in New Gold Inc in Q1 2017 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s New Gold Inc position peaked at $3K in Q1 2017.
  • 2 funds tracked by Wall St. Rank held New Gold Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.